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Key Financial Inc’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Key Financial Inc’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-90
Closed -$4.86K – 1414
2024
Q4 		$4.86K Buy
+90
New +$4.92K ﹤0.01% 1002

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Key Financial Inc's USSG Position: Q1 2025 in Review

Key Financial Inc sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 90 shares — an estimated $4.86K sold.

Key Financial Inc first reported a position in USSG in Q4 2024 and held it in 1 quarter. The position peaked at $4.86K in Q4 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • Key Financial Inc reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 90 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $4.86K.
  • Key Financial Inc first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and held it in 1 quarter.
  • Key Financial Inc's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $4.86K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.